Description
1. Training Structure
Required Materials:
- Stable Internet connection
- Zoho People account (trial or enterprise version)
- HR data for practice exercises
- Two screens recommended for simultaneous learning and hands-on work
Evaluation Methods:
- Practical exercises after each module
- Real-time feedback
- Final quiz to validate knowledge
2. Learning Objectives
General Objective:
By the end of this training, participants will be able to navigate Zoho People and use its basic features to manage employees, leaves, and attendance tracking.
Specific Objectives:
- Understand Zoho People’s role and benefits in HR management
- Get familiar with the interface and tool navigation
- Manage employee profiles and centralize HR information
- Configure and track leave and absence requests
- Monitor employee attendance and working hours
- Generate basic reports for HR tracking
3. Training Content and Flow
Module 1: Introduction to Zoho People and Interface Navigation
Objective: Discover key features and learn how to navigate Zoho People.
- Overview of Zoho People and its role in HR
- Interface walkthrough: main menu, dashboard, key modules
- Initial setup and account configuration
- Practical Exercise: Guided interface exploration and user preference setup
Module 2: Employee and HR Record Management
Objective: Learn how to create, edit, and manage employee records.
- Adding and managing employees in Zoho People
- Updating job roles, contacts, status, etc.
- Organizing departments and employee roles
- Importing and exporting HR data
- Practical Exercise: Create a test employee and update their record
Module 3: Leave and Absence Management
Objective: Set up and manage employee leave requests.
- Configuring leave types and absence policies
- Request and approval processes
- Automating notifications and approvals
- Viewing the leave calendar and managing absences
- Practical Exercise: Simulate a leave request and approval by a manager
Module 4: Attendance and Work Schedule Tracking
Objective: Implement attendance tracking and manage working hours.
- Setting up schedules and time tracking
- Clock-in methods and possible integrations
- Reviewing and validating attendance sheets
- Managing lateness and unexcused absences
- Practical Exercise: Log and validate an attendance entry in Zoho People
Module 5: HR Reporting and Data Summary
Objective: Generate and interpret basic HR reports.
- Overview of available reports in Zoho People
- Creating reports on absences and attendance
- Customizing reports and exporting data
- Practical Exercise: Generate a report on current month’s leave data
4. Evaluation and Follow-Up
Participant Evaluation:
- Learning validation at each module via exercises
- Final quiz: questions covering Zoho People basics
- Final demonstration: Full employee management (creation, leave, attendance)
Training Evaluation:
Satisfaction survey at the end of the session
5. Expected Outcomes
For Participants:
- Master the interface and core features of Zoho People
- Be able to manage employees, leave, and attendance
- Generate basic reports for HR tracking
- Be prepared for advanced tool usage in the next training level
For the Company:
- Centralized HR data for better organization
- Optimized leave and attendance management
- Improved HR tracking with accessible and accurate data
6. Key Strengths of the Videoconference Training
- Interactive format with hands-on exercises at each step
- Progressive approach tailored for beginners
- Focus on essential features for quick onboarding
- Introduction to HR automation in preparation for advanced training
